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BEQGX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BEQGX and VFIAX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

BEQGX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Equity Growth Fund (BEQGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%OctoberNovemberDecember2025FebruaryMarch
87.65%
561.01%
BEQGX
VFIAX

Key characteristics

Sharpe Ratio

BEQGX:

0.47

VFIAX:

0.69

Sortino Ratio

BEQGX:

0.71

VFIAX:

0.99

Omega Ratio

BEQGX:

1.09

VFIAX:

1.13

Calmar Ratio

BEQGX:

0.25

VFIAX:

0.93

Martin Ratio

BEQGX:

2.27

VFIAX:

3.69

Ulcer Index

BEQGX:

2.91%

VFIAX:

2.52%

Daily Std Dev

BEQGX:

14.08%

VFIAX:

13.52%

Max Drawdown

BEQGX:

-57.61%

VFIAX:

-55.20%

Current Drawdown

BEQGX:

-19.59%

VFIAX:

-10.05%

Returns By Period

In the year-to-date period, BEQGX achieves a -7.12% return, which is significantly lower than VFIAX's -5.88% return. Over the past 10 years, BEQGX has underperformed VFIAX with an annualized return of 1.28%, while VFIAX has yielded a comparatively higher 12.23% annualized return.


BEQGX

YTD

-7.12%

1M

-9.51%

6M

-0.91%

1Y

5.33%

5Y*

4.40%

10Y*

1.28%

VFIAX

YTD

-5.88%

1M

-8.88%

6M

-0.69%

1Y

8.30%

5Y*

17.09%

10Y*

12.23%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BEQGX vs. VFIAX - Expense Ratio Comparison

BEQGX has a 0.65% expense ratio, which is higher than VFIAX's 0.04% expense ratio.


BEQGX
American Century Equity Growth Fund
Expense ratio chart for BEQGX: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for VFIAX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

BEQGX vs. VFIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEQGX
The Risk-Adjusted Performance Rank of BEQGX is 5353
Overall Rank
The Sharpe Ratio Rank of BEQGX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of BEQGX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of BEQGX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of BEQGX is 4747
Calmar Ratio Rank
The Martin Ratio Rank of BEQGX is 6262
Martin Ratio Rank

VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 7171
Overall Rank
The Sharpe Ratio Rank of VFIAX is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BEQGX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BEQGX, currently valued at 0.38, compared to the broader market-1.000.001.002.003.004.000.380.76
The chart of Sortino ratio for BEQGX, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.0012.000.591.09
The chart of Omega ratio for BEQGX, currently valued at 1.08, compared to the broader market1.002.003.001.081.14
The chart of Calmar ratio for BEQGX, currently valued at 0.20, compared to the broader market0.005.0010.0015.0020.000.201.04
The chart of Martin ratio for BEQGX, currently valued at 1.77, compared to the broader market0.0020.0040.0060.0080.001.774.05
BEQGX
VFIAX

The current BEQGX Sharpe Ratio is 0.47, which is lower than the VFIAX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of BEQGX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00OctoberNovemberDecember2025FebruaryMarch
0.38
0.76
BEQGX
VFIAX

Dividends

BEQGX vs. VFIAX - Dividend Comparison

BEQGX's dividend yield for the trailing twelve months is around 0.62%, less than VFIAX's 1.31% yield.


TTM20242023202220212020201920182017201620152014
BEQGX
American Century Equity Growth Fund
0.62%0.58%1.20%1.63%0.62%1.06%1.16%1.17%1.39%1.35%1.51%1.35%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.28%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

BEQGX vs. VFIAX - Drawdown Comparison

The maximum BEQGX drawdown since its inception was -57.61%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BEQGX and VFIAX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-19.59%
-8.11%
BEQGX
VFIAX

Volatility

BEQGX vs. VFIAX - Volatility Comparison

The current volatility for American Century Equity Growth Fund (BEQGX) is 5.37%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 5.76%. This indicates that BEQGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2025FebruaryMarch
5.37%
5.76%
BEQGX
VFIAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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